Ciena's top 5 Things from June
For many, June signifies the beginning of summer (at least for those of us in the northern hemisphere), a time when vacation season and a lack of big industry events combine to create a bit of a lull in the industry news cycle. That definitely wasn't the case for Ciena last month, as June produced a bevvy of news items for the company that ranged from new product introductions to Tier 1 customer news to the introduction of something called "coherent cycle slips."
So we start off the month of July by looking back at the five most important stories and topic lines from June. Of course, this is just my list. Did I miss any that you would have included? Let me know in the comments section.
1.) Ciena unveiled "Intelligent Infrastructure" including major updates to our 6500 and 5400 platforms.
Ciena detailed the strategic evolution of its packet-optical portfolio with our Intelligent Infrastructure launch in June. The news included a long list of product and software news, including the addition of OTN capabilities to the 6500 series and the addition of 100G coherent to the 5400 series. Ciena's new OneControl unified network management system was also introduced, as was a new 2-slot version of the 6500.
In fact, there are so many parts to this Intelligent Infrastructure announcement that we are still working through the details of the individual pieces on this blog (see Ciena extends OTN across product lines).
2.) Ciena hosted its Analyst Day in NYC
Just a few days after the Intelligent Infrastructure launch, Ciena hosted a group of financial analysts for the company's Analyst Day in NYC. The event was webcast to the public (you can see an archive here), and I blogged about each presentation in near-real time (something new for our blog). Presenters included Gary Smith, Rick Dodd, Philippe Morin, Jim Moylan and Verizon's Ihab Tarazi. You can see all our blog coverage of the presentations starting with Gary's presentation here).
Ciena execs talk to financial analysts during a Q&A session at Ciena's Analyst Day in June
3.) Ciena issued 2Q'11 financial results
On June 8th, Ciena issued its Q2'11 financial results, followed by a conference call hosted by CEO Gary Smith. As he does in many of Ciena's quarterly calls, Gary provided some insight on the progress of several of Ciena’s key technologies and product platforms in the market. I summarized those comments in this blog post, which includes an updated customer count for 100G ("more than a dozen"), 40G (75), and 5400 (six).
4.) Kim Roberts talked about the issue of Coherent Cycle Slips
By far the most popular blog post from June was our discussion with Kim Roberts on the topic of Coherent Cycle Slips, an issue that can seriously hamper optical networks based on coherent technology if left unchecked. This was a new topic of many of our readers, and is still generating quite a bit of debate in the comments section of the post. No matter what side of the discussion you fall on, Cycle Slip is likely going to be part of the coherent technology discussion for the foreseeable future.
5.) Comcast said they were using Ciena's Carrier Ethernet
Our biggest customer news from the month was centered on Carrier Ethernet, with Comcast confirming that they were using Ciena's LE-311v Service Delivery Switch as the customer premise equipment (CPE) for their recently introduced Metro Ethernet service.
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